Laura Snape
Senior Investment & Wealth Advisor
Family wealth management solutions designed for what's important to you
Wealth management goes beyond investment advice and money management — it addresses a wide range of concerns related to both your financial and life goals. My family wealth management approach is built around a deep understanding of your unique needs and objectives. By creating a trusted relationship, we fully explore the needs surrounding your family's financial life. Using an in-depth discovery process, we determine what your particular risk profile looks like and create a personal process for wealth preservation and growth that reflects your preferences. Through strategy and commitment, we turn planning into success, security, and significance.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you.
Our team believes in reciprocal trust, proactive asset allocation, having a plan, and empowering you to reach your goals. Our personal approach and personalized service starts and centers on you.
What we do
Every step of the way, we will guide you to your financial destination using the shortest route possible.
With our wealth management approach, we help you:
- Clarify your individual needs
- Establish specific goals
- Bring together all the solutions you need to effectively manage your wealth
Our wealth management approach extends beyond investment advice and money management: helping you protect your lifestyle, manage your nest egg, plan your retirement, and create your legacy. We will guide you — and your family — through each life stage by helping you understand the various financial issues, concerns, and opportunities you face.
How we do it
Our family wealth management approach is broken down into the following actionable steps:
Introduction: We explain how wealth management can help you achieve your goals, and determine if it's right for you.
Discovery: We gain a deeper understanding of your individual needs, goals and circumstances to help clarify your financial objectives.
Strategy: We analyze your financial and personal information to match your objectives with smart, time-tested strategies.
Solutions: We develop thoughtful and creative solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
Commitment: We review your situation regularly to ensure your financial objectives are being met, guiding you through each life stage.
Our clients
Our typical clients include:
Growing families seeking professional guidance around financial education, increasing their wealth and tax smart investing
Successful business owners and self-employed professionals who need help managing personal and business assets
Separated or divorced women looking to establish their individual financial plan
Busy executives and professionals looking to free their time to focus on personal and career goals
Widows who would benefit from sincere advice on how to maximize their after-tax retirement income and establish an estate plan for their family and loved ones
Retirees requiring innovative strategies to maximize their after-tax retirement income while protecting their financial security
Pre-retirees who want to make the most of their retirement savings as they approach retirement
Wealth management
Financial Planning
A financial plan is the cornerstone of our process. It is through this discovery process that we can effectively help you implement and achieve your unique goals.
Risk Management
Strategies are implemented to ensure you are protected from life’s unexpected circumstances. This will help protect you, your family and the things that are important to you.
Investment Planning
In conjunction with your goals and financial plan, the structure of your portfolio is determined. We ensure your assets are deployed as efficiently as possible to meet your goals.
Retirement Planning
The planning process offers unique solutions with an eye to the future to ensure that your financial goals are met and that you are as comfortable as possible in your retirement.
Tax Planning
We recognize the implications of your investment decisions and ensure you keep as much as possible after tax. Through a coordinated alliance with your accounting professional we monitor and ensure that all decisions are made in a tax efficient manner.
Estate and Legacy Planning
We help you implement strategies to coordinate tax efficient transfers of wealth to the next generation while ensuring your wishes are met.
Tell a friend
Tell a friend about our Family Wealth Management service. We are often asked if we accept referrals. Yes, we do! In fact, most of our new clients come to us through word of mouth and this is our preferred way of growing our business. We are always grateful for the implied trust.
In recognition for introducing us to a friend or family member, we will gladly support one of the following charities:
- C.A.W.E.S. (Central Alberta Women's Emergency Shelter)
- United Way of Central Alberta
- Or, a charity of your choice....
This is our way of giving back to the community and "paying it forward."
Interested in philanthropy? Ask us about our Charitable Gift Program. You can establish your own charitable legacy with as little as $25,000. This is a great way for individuals and families to support causes in a meaningful way, without the time and cost associated with establishing a private foundation. For more information, please contact Laura.
Insights
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